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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Rollins Financial Advisors
New York City,
New York
| USD 603 M | +USD 20.2 M | +3% | 4.28% | – | 145 | 17.93% | 0.6 |
|
| 2877 |
2877
Sycomore Asset Management
Paris,
France
| USD 603 M | +USD 34 M | +6% | 2.89% | 163% | 77 | 20.78% | 2 |
|
| 2878 |
BC
2878
Belmont Capital
Los Angeles,
California
| USD 602 M | +USD 66 M | +12% | 6.14% | 182% | 211 | 26.07% | 1.7 |
|
| 2879 |
2879
SkyView Investment Advisors
Shrewsbury,
New Jersey
| USD 602 M | +USD 40.9 M | +7% | 5.75% | 70.3% | 391 | 27.11% | 1.1 |
|
| 2880 |
2880
Red Door Wealth Management
Memphis,
Tennessee
| USD 601 M | +USD 33.9 M | +6% | 6.24% | 100% | 223 | 14.35% | 2.5 |
|
| 2881 |
2881
ThornTree Capital Partners
Boston,
Massachusetts
| USD 601 M | +USD 14.3 M | +2% | 17.9% | 217% | 29 | 44.83% | 1.1 |
|
| 2882 |
2882
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 601 M | +USD 40.7 M | +7% | 6.8% | 64% | 267 | 7.87% | 4.7 |
|
| 2883 |
2883
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| USD 600 M | +USD 25.1 M | +4% | 4.29% | 65.8% | 87 | 20.69% | 1.1 |
|
| 2884 |
OM
2884
Opaleye Management
Boston,
Massachusetts
| USD 600 M | +USD 162 M | +37% | 47.6% | 748% | 57 | 33.33% | 1.7 |
|
| 2885 |
2885
Concord Wealth Partners
Abingdon,
Virginia
| USD 599 M | +USD 32.2 M | +6% | 4.84% | 66% | 1,039 | 27.53% | 1.5 |
|
| 2886 |
2886
American Investment Services
Great Barrington,
Massachusetts
| USD 599 M | +USD 34 M | +6% | 7.27% | 63.1% | 162 | 6.79% | 5.1 |
|
| 2887 |
2887
MSD Capital
New York
| USD 598 M | +USD 250 M | +72% | 26.8% | 11.5% | 4 | 25% | 3.6 |
|
| 2888 |
2888
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 598 M | +USD 45.6 M | +8% | 9% | 54.2% | 235 | 14.04% | 4.5 |
|
| 2889 |
2889
Meridian Wealth Advisors
Austin,
Texas
| USD 598 M | +USD 37.3 M | +7% | 6.49% | 79.9% | 185 | 10.27% | 4.1 |
|
| 2890 |
2890
EFG Asset Management
Portland,
Oregon
| USD 598 M | +USD 20.8 M | +4% | 9.8% | 211% | 204 | 13.24% | 1.7 |
|
| 2891 |
ECM
2891
EagleClaw Capital Management
Boston,
Massachusetts
| USD 598 M | +USD 42 M | +8% | 8.98% | 104% | 141 | 7.09% | 6.3 |
|
| 2892 |
HA
2892
Harbor Advisors
West Palm Beach,
Florida
| USD 598 M | +USD 52.2 M | +10% | 10.2% | 125% | 194 | 11.34% | 4.4 |
|
| 2893 |
2893
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 597 M | +USD 27.8 M | +5% | 4.17% | 131% | 123 | 19.51% | 2.4 |
|
| 2894 |
2894
Texas Permanent School Fund
Austin,
Texas
| USD 597 M | -USD 354 M | -37% | 8.81% | 44.6% | 7 | 85.71% | 0.3 |
|
| 2895 |
2895
Endurance Services Ltd
Purchase,
New York
| USD 597 M | +USD 61.8 M | +12% | 4.41% | – | 17 | 35.29% | 0.5 |
|
| 2896 |
2896
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 597 M | +USD 44 M | +8% | 5.62% | 121% | 163 | 17.79% | 1.9 |
|
| 2897 |
2897
Praesidium Investment Management Company
New York
| USD 596 M | +USD 70.2 M | +13% | 13% | 79% | 14 | 21.43% | 3 |
|
| 2898 |
2898
Legacy Financial Advisors
Covington,
Kentucky
| USD 595 M | +USD 33.8 M | +6% | 6.46% | 86.3% | 367 | 11.44% | 2.3 |
|
| 2899 |
2899
Fagan Associates
Troy,
New York
| USD 595 M | +USD 23.6 M | +4% | 4.59% | 127% | 136 | 19.12% | 4.3 |
|
| 2900 |
2900
Callan Family Office
Radnor,
Pennsylvania
| USD 595 M | +USD 74.2 M | +14% | 6.74% | 93.4% | 195 | 24.62% | 0.8 |
|